Overview

Positioned to acquire books of business, including long term succession planning. Current on all industry technology including portfolio management and financial planning. 40 years experience plus young professional staff support.

Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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